Filed August 8, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,708 | $78,422-34.1% | $95,952-46.1% | $79,858-35.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 11.03% | 19.37%-8.3pp | 91.61%-80.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $2,240 | $1,945+15.2% | $2,541-11.8% | $2,471-9.3% |
| Participant deferral / active EE | $1,848 | $3,440-46.3% | $4,167-55.7% | $3,740-50.6% |
| Admin fee / account holder | $7,784 | $5,622+38.5% | $6,795+14.6% | $5,306+46.7% |